Gogo Inc. GOGO

Competitive advantage analysis · communication-services

Corporate Default
Overall moat score
43/100
Developing

Ranked against 59 peers in Telecom Services

About Gogo Inc.

Gogo Inc., together with its subsidiaries, provides broadband connectivity services to the aviation industry in the United States and internationally. The company's product platform includes networks, antennas, and airborne equipment and software. The company offers in-flight systems; in-flight services; aviation partner support; and engineering, design, and development services, as well as production operations functions. It offers voice and data, in-flight … Full GOGO analysis →

Key strengths

  • ROIC Sustainably Above Peers ROIC at 77.2th percentile exceeds peers and WACC, demonstrating superior capital allocation.
  • Operating Expense Control OpEx growth is controlled (score 0.65), demonstrating operating leverage.

Key risks

  • Commodity Pressure / Weak Differentiation Gross margin at 15.8th percentile with high volatility suggests weak pricing power or commoditized products.
  • Revenue Volatility Signals Weak Stickiness Revenue volatility is high (stability score 0.14), suggesting weak customer stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Developing
39
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Cost Advantage

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Signals, strengths and risks for Customer Stickiness

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Resilience

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Signals, strengths and risks for Scale & Market Position

Where GOGO ranks in Telecom Services

Gogo Inc. ranks #32 of 56 scored companies in Telecom Services by moat score — the top 57%. The widest moat in the group is Iridium Communications Inc (IRDM) at 76/100.

# Company Moat score Rating
28 Telefonica SA TEF 47/100 Developing
29 Vodafone Group Plc VOD 45/100 Developing
30 Grupo Televisa S.A.B. TV 44/100 Developing
31 ATN International, Inc. ATNI 43/100 Developing
32 Gogo Inc. GOGO 43/100 Developing
33 Sify Technologies Limited - Ame SIFY 43/100 Developing
34 Telecom Argentina SA TEO 43/100 Developing
35 Liberty Latin America Ltd. LILAK 42/100 Developing
36 Liberty Latin America Ltd. LILA 41/100 Developing

See every General Corporate company ranked by moat score →

How GOGO scores on the Corporate Default defenses

Pricing Power

Score 39 · 20% of the moat score

Pricing power is the ability to raise prices without losing volume.

Cost Advantage

Score 68 · 15% of the moat score

A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.

Customer Stickiness

Score 24 · 15% of the moat score

Stickiness is what makes revenue repeat without being re-won every year.

Capital Efficiency

Score 53 · 18% of the moat score

Capital efficiency asks what the company earns on the money tied up in the business.

Resilience

Score 44 · 17% of the moat score

Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.

Scale & Market Position

Score 28 · 15% of the moat score

Scale matters only when it converts into economics.

How each Corporate Default defense is measured, in full →

Understanding GOGO's moat

What is Gogo Inc.'s moat score?

Gogo Inc. (GOGO) scores 43 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #32 of 56 scored companies in Telecom Services, the top 57%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 59 companies in Telecom Services. Its strongest defense is Cost Advantage (68/100) and its weakest is Customer Stickiness (24/100).

How does Gogo Inc. compare with other Telecom Services companies?

Gogo Inc. ranks #32 of 56 scored companies in Telecom Services by moat score. The widest moat in Telecom Services is Iridium Communications Inc (IRDM) at 76/100. The companies ranked closest are ATN International, Inc. (ATNI) at 43 just above it and Sify Technologies Limited - Ame (SIFY) at 43 just below it.

How is the moat score calculated?

Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 59 companies in Telecom Services. The defenses are then weighted to produce the overall score out of 100.

Why is Gogo Inc. scored with the Corporate Default template?

Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.

Which competitive defenses are measured for Gogo Inc.?

The Corporate Default template measures 6 defenses, and GOGO scores: Pricing Power (39), Cost Advantage (68), Customer Stickiness (24), Capital Efficiency (53), Resilience (44), Scale & Market Position (28). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.

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